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Heritage Pines board accepts unaudited Dec. 31, 2024 financial statements, questions BankUnited investment
Summary
The Board accepted unaudited financial statements as of Dec. 31, 2024, after District Manager Chuck Adams answered questions about a BankUnited investment account and agreed to resend the statements to board members.
District Manager Chuck Adams presented the unaudited financial statements for the period ending Dec. 31, 2024 and answered board questions concerning the District’s investment account held with BankUnited, including the interest rate being earned and bank statement details.
"Staff will resend the statements to the Board," Adams said after taking questions. On motion by Vice Chair Arthur Rhodes and seconded by Michael Walsh, with all in favor, the Board accepted the unaudited financial statements as of Dec. 31, 2024.
The minutes do not record the current interest rate or specific balances in the BankUnited account; those details were discussed verbally and staff committed to circulating the supporting documents for board review.
